API Overview

About This Guide

Recent Revisions to This Document

About This Guide

Introduction to the Partner Platform
- Platform Overview
- Understanding Your Role as a Partner

Getting Started
- Accessing the Platform
- Understanding the Dashboard
- The Merchant Workspace

Residual Reports
- Understanding Residuals
- Accessing Residual Reports
- Downloading Reports
- Searching and Filtering Reports

Common Workflows
- Workflow 1: Boarding Your First Merchant
- Workflow 2: Monthly Residual Review

Glossary

On This Page

Viewing and Managing Merchants

The Merchant Workspace provides a centralized view of all merchants you've boarded.

The Merchant Workspace provides a centralized view of all merchants that you boarded, with tools to search, filter, and manage your merchant portfolio.

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